Named one of the Top 100 Female Advisors in the U.S. by Barron’s Investment News, Rita Mansour advises clients in the U.S. and globally. Fluent in three languages, her correspondent relationships allow her access to global markets and a vast client list including professionals, foundations, endowments and institutions. Rita’s worldwide clientele, keen sense of entrepreneurship, and attention to detail provide her clients with a unique perspective.
As Senior Managing Director, Rita often is quoted in local and financial media; she has consistently been recognized as a member of the Forbes/Shook Best in State Wealth Advisor Ranking, which ranks the top advisors in America. This award is based on assets under management, ethical and moral standards and client satisfaction.
Rita has received many awards, including Toledo’s 20 under 40 Award and Arab American of the Year. She was Outstanding Alumni of the Year of The University of Toledo College of Business and Innovation and received the prestigious YWCA Milestone Award for Business and the Jefferson Award.
As a registered representative of FINRA, Rita holds Series 7, 9/10, 31, 63 and 65 licenses. She is a licensed life and health insurance agent. Further, Rita earned the Certified Private Wealth Advisor® (CPWA®) certification, administered by Investment Management Consultants Association® (IMCA®) and taught in conjunction with The University of Chicago.
A Toledo native, Rita developed a successful promotional products company while a student at the University of Toledo. Its success led The University to award her the Edwin R. Hodge Memorial Entrepreneurship Award.
RITA PASSIONATELY BELIEVES IN GIVING BACK
Rita is involved civic and philanthropic organizations and serves as a Board Member of the Toledo Museum of Art, Lourdes University, Connect Toledo, and the Advisory Council of the Sisters of Notre Dame. Rita is on the Grants Committee of the Greater Toledo Community Foundation. She serves as the Co-Chair of Momentum, a 3-day celebration of the arts and cultural. And she is an Honorary Board Member of the Arts Commission.
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